-8.4%
FXI vs UTHR
+190.6%
-199.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -4.2% | +5.2% | -9.4% | -4.6% |
| 30D | -1.1% | +9.5% | -10.6% | -2.0% |
| 3M | -4.0% | +17.9% | -21.9% | -5.5% |
| 6M | -11.8% | +2.0% | -13.8% | -12.1% |
| YTD | -11.9% | +21.3% | -33.2% | -13.7% |
| 1Y | -16.1% | +27.9% | -44.0% | -18.2% |
| 3Y | +38.8% | +162.3% | -123.6% | +21.4% |
| All | -8.4% | +190.6% | -199.0% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded UTHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling